OUR TEAM

Our Team

 

Headshot of Betsy Fleming

Betsy Fleming, AIF®

Senior Vice President & Chief Compliance Officer
Headshot of Sana Jafarey

Sana Jafarey

Director, Business Administration

Charneè Long

Client Service Associate

Hudson Primus II

Client Service Associate

TELL US ABOUT YOUR GOALS,
AND WE CAN START A CONVERSATION ABOUT HOW TO REACH THEM.